Finance Advisor Resume Examples And Tips

The average resume reviewer spends between 5 to 7 seconds looking at a single resume, which leaves the average job applicant with roughly six seconds to make a killer first impression. Thanks to this, a single typo or error on your resume can disqualify you right out of the gate.

At Zippia, we went through over 33,322 Finance Advisor resumes and compiled some information about how best to optimize them. Here are some suggestions based on what we found, divided by the individual sections of the resume itself.

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Five Key Resume Tips For Landing a Finance Advisor Job:

Relevant Experience
Make sure that the jobs, experience, and accolades that you do include are relevant to the position you’re applying for.
The Right Skills
This is a great time to run wild with those keywords found in the job description. If they’re looking for someone with Financial Advisor, be sure to list it as a skill.
Quantifiable Achievements
Achievements and awards relevant to the position speak louder than a high GPA, especially if you can quantify your achievement with a number.
Your Unique Qualities
Recruiters and hiring managers are looking at hundreds of resumes. Let yours stand out, and try not to sound too boring.
Strong Content
If you’ve had a lot of jobs, this shouldn’t necessarily be a list of all of them. This is a document designed to market you to a potential employer, so choose the strongest content.

How To Write a Finance Advisor Resume

Contact Information
First things first — employers only spend about six seconds looking at resumes before they decide to keep them or throw them away, so you should definitely let them know whose it is.
Commute and relocation are things that employers take into consideration when sifting through candidates, so provide your current address in your resume header so that employers have an idea of where you are in relation to their office.
LinkedIn Profile
If you feel that a link to your social media profile could further your standing as a candidate, go ahead and include it. This doesn’t mean you should throw in a link to your hilarious Twitter profile, but instead provide your LinkedIn profile.
Professional Summary (Objective)
Career objective statements are one of the most overlooked pieces of otherwise stellar resumes. It’s not that every Finance Advisor CV out there needs one — it’s just that the ones that really do need them typically never think to include them.
The goal of this section is simple: to summarize the resume in a few short sentences. Through your resume summary you enable employers to quickly learn whether you are a good match for the job. Here are a few things to keep in mind when writing a professional summary:
Keep it short: it should be 4 sentences max
Highlight your most impressive skills or achievements

Not sure which skills are really important?

3 Big Tips For Listing Skills On Your Resume
For Finance Advisors, the skill that stands out above all others in terms of how frequently it shows up on finance advisor resumes is financial advisor, which is more than twice as common as the next common skill: asset allocation. Including these skills on your resume won't necessarily make you stand out from the crowd, but they can help reinforce your experience as a finance advisor.
Top Skills for a Finance Advisor
Here are a few key points of to keep in mind while writing your skills section:
Include between 6 to 12 skills
Make sure to only include hard skills
Highlight your most impressive skills or achievements
How much work experience does the average finance advisor candidate have?
The average finance advisor resume contains 5.0 years of work experience.
Write your work experience section in a way that embraces your finance advisor skills. Sounds easier said than done? Take a look at how other people have done it. Below are real examples from finance advisor resumes that people have included in their work experience section to demonstrate their knowledge of key skills:
Equity Trader

Candidate Info

Years In Workforce
Years As a Finance Advisor
Bachelor's Degree
Bachelor's Degree - Economics
  • Managed trading and coordinated high volume order flow for the NASDAQ desk.
  • Ensured trading team support and conversions of non-ADRs (American depositary receipts) for clients investing with Asian equity markets.
  • Execute equities, listed options and ETFs trades daily for CEO's $50 million proprietary portfolio.
  • Worked with technology team to create a new efficient global equity finance platform.
  • Present recommendation, educate and mentor novice to advanced Traders on various equity strategies and functionality of the B.S.I.
Relationship Banker (Part-Time)

Candidate Info

Years In Workforce
Years As a Finance Advisor
Bachelor's Degree
Bachelor's Degree - Education
  • Discover and recommend solutions, cross-sell retail / small business products and services.
  • Managed mortgage loans and Home equity loans.
  • Assisted with customer navigation through online banking application in addition to general customer service.
  • Rebranded the WF SBA product value proposition and marketing strategy for the retail and commercial businesses.
  • Originate applications for equity loans, personal credit, deposit accounts and generate mortgage referrals.
Finance Advisor

Candidate Info

Years In Workforce
Years As a Finance Advisor
Bachelor's Degree
Bachelor's Degree - Journalism
  • Obtained specialized FINRA Series 31 securities license to sell Managed Futures Funds (Alternative Investments).
  • Apply Morningstar Workstation, updating 62 annuity accounts monthly through ETF and mutual fund data analysis.
  • Designed presentations with PowerPoint that partners used for pitch material for clients with a net worth of $25M+
  • Prospected and gathered $1.5 million in assets during first 6 months, growing to $4 million in AUM.
  • Performed market research of major indexes & equity markets to assist management with clients' demands with relation to investment decisions.
Finance Advising Internship

Candidate Info

Years In Workforce
Years As a Finance Advisor
Bachelor's Degree
Bachelor's Degree - Marketing
  • Prepared Morningstar Hypothetical reports daily.
  • Maintain detailed records to comply with the regulations of FINRA and SEC.
  • Attempted Financial Industry Regulatory Authority (FINRA) Series 7 financial test after self-study.
  • Completed NASD Series 7, 63 and Indiana Life and Health Insurance License.
  • Obtained NASD Series 7, NASD Series 63 and Texas Life, Health and Disability Insurance licenses
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As a finance advisor, you may be curious how your education stacks up against other applicants. As long as you have a bachelor's degree, you're in the majority. Our research showed that most Finance Advisors have a 4-year degree as the highest education level.
Based on our analysis of finance advisor resumes, the most common major for finance advisor candidates is Business, but other majors made their way in as well. Finance, Accounting and Economics were relatively common.
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As shown above, the Education section can be very brief. However make sure to include the following:
The name of the school you attended
The year you attended
Your major
Your GPA
The level of education you attained

Finance Advisor Salary

Did your resume land you an interview? Be prepared to talk salary.

How To Answer "What Are Your Salary Requirements"

When you are ready to send your resume to employers, it's important to be aware of the current market conditions for Finance Advisors. Salary can vary based on factors such as location, company, and industry. Check out our detailed salary information for Finance Advisors to learn more.

Average Employee Salary
Min 10%
Median 50%
Max 90%